Insights2023-01-07T14:13:51+00:00

Recent Articles

Advisor Burnout – Is It Time To Sell?

The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale cultural changes has forced many advisors to [...]

White Papers

In this white paper, we outline the ten most important steps you need to take to prepare yourself and your business for a successful transition.

In this white paper, we outline the ten most important steps you need to take to prepare yourself and your business for growth and success through acquisition.

Learn how one practice used a valuation as a giving them a tool to help drive up practice value, inform strategy, and improve practice finances.

A buyer and seller share their unique journey toward finding a win-win solution for both parties and how the practice sale evolved.

In this case study, we speak with two advisors who scaled back their practices through strategic client group sales and achieved better work-life balance.

Jonathan Kuttin, of Kuttin Wealth Management, shares his experience and best practices for driving growth through practice acquisitions.

In this white paper, we speak to industry lenders to learn about what options are available and what advisors need to know to prepare for the loan process.

In this white paper, we outline the 10 steps to take to improve your practice profitability and value.

In the 2022 mid year market update, we highlight the state of advisor M&A and how the market has impacted advisor practice valuations.

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